WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420 | +278.4% | 12 | +300.0% | 0.00% | – |
| Q2 2023 | $111 | -96.6% | 3 | -96.7% | 0.00% | – |
| Q1 2023 | $3,226 | +1554.4% | 92 | +1433.3% | 0.00% | – |
| Q4 2022 | $195 | -80.5% | 6 | -84.6% | 0.00% | – |
| Q3 2022 | $1,000 | – | 39 | +875.0% | 0.00% | – |
| Q2 2022 | $0 | – | 4 | -20.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 5 | -64.3% | 0.00% | – |
| Q4 2021 | $1,000 | – | 14 | +16.7% | 0.00% | – |
| Q3 2021 | $0 | – | 12 | +140.0% | 0.00% | – |
| Q2 2021 | $0 | – | 5 | +400.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,516,483 | $265,482,000 | 18.45% |
| Garrett Wealth Advisory Group, LLC | 233,302 | $9,505,000 | 6.08% |
| RHS Financial, LLC | 189,562 | $7,723,000 | 5.63% |
| RATIONAL ADVISORS LLC | 1,435,697 | $58,490,000 | 4.57% |
| ACT Advisors, LLC. | 41,247 | $1,680,000 | 1.30% |
| Truadvice, LLC | 26,419 | $1,168,000 | 1.07% |
| Ford Financial Group, LLC | 59,694 | $2,431,000 | 0.94% |
| Innova Wealth Partners | 26,376 | $1,075,000 | 0.85% |
| Herold Advisors, Inc. | 40,935 | $1,667,000 | 0.65% |
| Fermata Advisors, LLC | 22,287 | $908,000 | 0.40% |